Sales Invoice with Tax in Excel (Simple)

The sales invoice with tax is a great tool to use when requesting payment from clients or customers who have purchased any of your business’ goods, products, or services. It’s editable, printable, and downloadable in Excel.

Complete this Simple blank sales invoice by filling out details on the sections provided. The topmost part features sections for the date, invoice #, bill-to address, ship to address, salesperson, ship via, ship date, payment terms, and due date.

A separate table is also provided underneath that which highlights the most important details of the invoice. It includes sections for the item #, description, quantity, unit price, total, subtotal, shipping and handling, tax rate, sales tax, and a section for other miscellaneous charges. Moreover, the lowermost part of this sales bill displays a field where you can enter your business contact details just in case there are concerns regarding the invoice. It requires your name (or company name), phone number, and email.

This template is designed with light colors, so you can save ink when printing, however, if you want to add more colors, feel free to redesign it. You can also use this template as a reference for creating your own sales invoice template.

Additionally, the sales tax invoice format in excel features formulas, allowing sections which need computations to auto-calculate. Thus, you can save time when using this invoice since you don’t need to perform any manual calculations. Although sections with built-in formulas can’t be edited, the rest of the fields are mostly customizable. Customize the template according to your business needs.

Instructions:

1. Fill out the date and invoice number. This is indicated at the top section of the invoice template. Here, you need to indicate the date when the invoice is created as well as the invoice number for your client. The invoice number usually starts with 1 and increments over time. If you have a long-term contract with your client, it is an essential part of your invoice as it helps in tracking all invoices.

2. Enter the bill-to information. Enter the billing address of the person or company whom you have sold the goods/services to. The bill-to information includes the name (or company name) of your client, their address, city, state, zip code, and phone number.

3. Enter the ship to information. Enter the shipping address of the person or company whom you have sold the goods/services to. The ship to information includes the name (or company name) of your client, their address, city, state, zip code, and phone number.

4. Enter the name of the salesperson, shipment information, and payment terms. Enter the name of the salesperson along with the carrier, shipment date, payment terms, and invoice due date on the sections provided. For the payment terms, just enter the agreed payment terms between you and your client. Most common payment terms are Net 30 or Net 15. Net 30 means your client has 30 days to complete the payment, and 15 days for Net 15.

5. List the item # along with all goods/services sold to your client. Under the description column, list all the goods/services sold to your client or customer, along with the item number. Each item listed should have a corresponding quantity and unit price entered on the same row.

6. Input the quantity and unit price for each item listed. After listing down all the goods/services sold, you should enter its corresponding quantity and unit price on the same row. Once these details are entered, sections for the total, subtotal, and invoice total should auto-calculate.

7. Enter tax rate, shipping and handling fees, and other miscellaneous charges. Enter tax rate, shipping and handling fees, and other miscellaneous charges on the sections provided. For the tax rate, once tax rate percentage is entered, the actual dollar amount of the sales tax should be auto calculated. The amount generated will be automatically added in the invoice total, along with the subtotal, shipping fees, and other miscellaneous charges.

8. Enter your business contact information. The lowermost part of this invoice displays a field where you can enter your business contact details just in case there are concerns regarding the invoice. Here, you should enter your name (or company name), phone number, and email.